Chief Transformation Officer for Consero COO of BTQ Financial

Renee Bonilla

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Renée serves as Chief Transformation Officer for Consero and COO for BTQ Financial, a subsidiary of Consero. She joined in May 2023 bringing a successful record of leadership and innovation during periods of change and growth in challenging professional services environments. As COO, Bonilla manages the operations of BTQ with a keen focus on client satisfaction and division growth. Her priority as Chief Transformation Officer of Consero is pursuing ways that BTQ can work even more efficiently within the broader Consero organization while identifying synergies that will improve how Consero creates value for its entire client base. Prior to joining Consero, Renée spent over 20 years at Ruffalo Noel Levitz servicing the nonprofit sector. She spent her career leading in several roles including operations, sales, account management, business strategy and optimization, with a focus in recent years on its M&A strategy. She also led a number of client success teams, eventually rising to Chief Client Success Officer and Head of Division & Operations. She holds an MBA from Boston College, a BBA from Abilene Christian University and is based outside New York City. Renée has served on local nonprofit boards and is a member of CHIEF, a network focused on connecting and supporting women executive leaders.

I am passionate about building transformational capabilities that are functional as well as foundational while creating a positive change management for teams and improving the client experience. Disruption is a necessity to advance and grow."

Consero FaaS: Disrupting the Outdated Traditional F&A Model

  • Cash to GAAP conversion
  • Clean-up work
  • Interim oversight & support
  • Accounting software Implementation

Build it Yourself Solution

  • CFO / Interim CFO
  • Consultants / VARs

Consero FaaS Solution

  • CFO / Interim CFO
  • or Consero Interim CFO
  • Consero Setup/Transformation
Ongoing F&A
  • Monthly financials
  • Daily accounting support
  • Management reporting
  • Integrate add-on acquisitions

Build it Yourself Solution

  • CFO
  • Controllers & Accounting Team
  • Enterprise Accounting Applications

Consero FaaS Solution

  • CFO
  • or Consero Fractional CFO
  • Consero FaaS Enterprise F&A Software and Services

New PE Platform Investment F&A Challenges

Founder Owned Company Accounting:
  • Existing accounting done on a cash/hybrid basis
  • Run on SMB accounting software and other disparate applications
  • Inability to produce auditable financials
  • Lack of know-how to develop projections & KPIs
  • No consistency/structure to customer contracts
  • Underqualified staff
  • Non-scalable manual processes
Carve-Out Accounting:
  • Required to move off parent company accounting applications in a timely fashion
  • Have to build an entire F&A team
  • No documented operational policies and procedures
To Optimized Finance & Accounting:
  • Monthly financials available in 5-10 business days
  • Audit and diligence ready support details
  • Integrated enterprise grade accounting software
  • Budget and forecast reporting
  • Business KPIs
  • Efficient & scalable processes for rolling in add-ons